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ENTITY
Asustek Computer (2357 TT)
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Analysis
Information Technology
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Taiwan
Asustek Computer Inc. manufactures and markets computer motherboards, interface cards, notebook computers, and other related products.
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bullish
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Asustek Computer
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27 Nov 2024 22:19
PC Monitor: Dell & HPQ Highlight Sharp Divide Between Corporate and Consumer PC Demand; Shares Slump
Dell and HPQ report soft PC results, with industry upgrades delayed until 2025. Commercial strength confirmed, while consumer weakness persists.
Vincent Fernando, CFA
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493 Views
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bullish
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Asustek Computer
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17 Nov 2024 12:15
PC Monitor: Asustek & Lenovo Signal Strong PC Growth, AI PC Expansion in Process
Asustek, Acer, and Lenovo well-positioned for AI PC market growth, with Asus guiding for 20%+ YoY PC revenue growth in 4Q24E. AI PCs expected to...
Vincent Fernando, CFA
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430 Views
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bearish
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Asustek Computer
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04 Nov 2024 21:01
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Syndicated
Tech Supply Chain Tracker (05-Nov-2024): Smart mobility impacts parking.
Smart mobility raises concerns about parking infrastructure, Silverstone drives innovation across industries, generative AI faces challenges,...
Tech Supply Chain Tracker
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218 Views
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bullish
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Wiwynn Corp
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15 Jul 2025 15:44
AI Servers: The Big System Designers / Assemblers in Taiwan
Taiwanese AI rack assemblers are gaining attention for turning GPUs into systems, showing impressive growth in the AI server rack market. Stocks...
Nicolas Baratte
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278 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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22 Jul 2025 12:14
Taiwan Tech Weekly: TSMC Preparing 5x 2nm Ramp into 2027; Altman 'Jokes' About Buying 100x More GPUs
TSMC's upcoming 2nm node could see a significant increase in wafer capacity, OpenAI's Sam Altman jokes about owning trillions worth of GPUs, and...
Vincent Fernando, CFA
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281 Views
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